. >>> polo pick, ralph lauren -- details straight ahead you're watching "fast money" live from nasdaqite in time square. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire [sfx: street ambience] ♪ ["fly me to the moon"] ♪ ♪ ♪ imagine a community where millions share ideas and trade stocks, crypto and beyond. to the moon? in other words... etoro.the power of social investing. you can't buy love. happiness. or confidence. but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. ♪ ♪ can a company make the planet a better place? what if it's a company that's pursuing 100% renewable energy in our operations. and aiming to protect millions of acres of land. so we can all live better. time square. uff. d there's some y great stuff out there. but i doubt that any of us will look back on our lives and think, "i wish i'd bought an even thinner tv, found a lighter light beer, or had an even smarter smartphone." do you think any of us will look back on our li

you look at the customers, we had a phenomenal quarter, great customers, everybody from ford to ralph laurenu know, covid companies, lu cera, a lot of things in the quarter but this idea that they're all building customer 360 based on a single source of truth this is a powerful idea. you have to be able to connect through that single source through the universe >> jim, worry about tableaux, worried about slack. i'm looking to 2022 revenue. all these silos look like they are now making money together and that that's an unprofessional way to look at your company >> well, jim, number one, there is no finish line when it comes to acquisitions. so i think for these analysts to tell us, hey, keep your eye on these incredible acquisitions, tableaux, neosoft, the integration and slaing the collaboration company. yes, we have to keep our eye on them wow, we've integrated them together to have that single source of truth. that is the power and the magic that when we come into one of our big customers. whether it could be citibank, an incredible company not ford by volkswagon, it could be verizon, at&t

pvh as the highest european penetration while ralph lauren's exposure about 28% let's get a news updatehat's happening at this hour. as russia's invasion of ukraine continues to affect civilian areas, president zelenskyy is telling abc news he will not accept ultimatums from moscow but there are possible solutions to satisfy the demands on nato, 1993 mia and separatist regions in ukraine zelenskyy says vladimir putin needs to start a dialogue instead of living in what he calls an informational bubble without oxygen some saying some progress has been made on humanitarian corridors. >>> some ukrainian ref chiefs a -- refugees officials are criticizing moscow's provision of escape routes that lead to russia and belarus. >>> tonight, the growing humanitarian crisis as refugees flood into poland. >>> and as ukrainians are leaving, some foreign volunteer fighters and medics from the u.s., the uk, and canada are arriving add the train station in lviv, a former engineer wants to use his paramedic training to help take a listen. >> i'm nervous i'm going to be honest at the same time, it's about

. >> if you look at high-end names like ralph lauren i talk about capri holdings all the time up 20% off the recent low i would invest in what pete said, pricing power, that's the theme. higher end names is where you would want to invest. i would buy lulu at these prices if they follow the same pattern are only up 5 or 7% from the low. they are bouncing off technical levels where even though he's saying they are on the way down, what was the way down? supply chain interest rates, right? so are they going to be there in the future >> are you wearing lulu's right now? i'm sure pete it he loves his athleisure. >> these are definitely stretchy, but tim, seriously, the supply constraint will be loosening, that's the last leg of the downward flush. >> i'm not sure what they are but they're moss green >>> coming up, marijuana madness -- don't see that color often especially in man's pants -- will these stocks go up in smoke or light up your portfolio. that trade and many more puns next. and the chart of the week has been in monster rally mode since mondays. stick around, we'll reveal the na

pbh corps is down nearly 10% ralph lauren down 6%, tapestry, down about 6%. capri holdings, formerly known as michael kors, down. and the xrt that tracks retail is still down about 1.5%, so keep an eye on those consumer discretionary names. you can limit in travel and some of the booking names taking a look at the macro trade from a risk proxy perspective. government bonds are the place people go to in times of turmoil. they want to seek safety over the course of the last one week, you can see the range. lows we saw we are roughly about 168. we're up to about 174. over the last week there's been a more, at least shorter to medium-term buying of the safety of government debt pushes those yields lower, despite the fact that inflation continues to run at multi-decade highs, so again, the jobs report, hot inflation kelly, yields on the ten-year, 174. >> that's a good place to leave it. >> a lot of headlines. ukrainian president zelenskyy speak just moments ago nothing is threatening the safety of europe's largest nuclear power plant. let's get to eamon javers for

targets orb eight retail names today with exposure to europe the firm also downgrading pvh and ralph laurenperform those shares are getting crushed today with the broader market. joining us is the analyst behind the note, tom, tell us what you're looking for in certain names and why they're so exposed. >> so look, i think given what we saw in ukraine last week, especially after the attack on the nuclear reactor on thursday, that was a bit of a game changer as far as gauging european consumer sentiment i think a lot of these companies that have meaningful exposure to europe are at risk of seeing waning consumer demand and i thought that ralph lauren and pvh, which had very high exposure to europe and europe has been the primary growth driver for these brands as well. i thought that it made sense to step to the side >> tom, i mean, pvh is close to cut in half off its recent highs. it looks like it's a relatively inexpensive stock. you're sort of saying even from here, you think the fundamentals are going to erode that much based on what's happening in europe or you just feel as if theer the i

credit suisse, ralph lauren, koch industries run by charles koch.n of the in congress to get these companies to do more in terms of distancing themselves from russia. the house oversight chair maloney introduced a bill that would ban the united states from buying goods or services from companies currently operating in russia. all of this designed to put more pressure on russia's economy. >> matt egan, good to see you. thank you. we'll be right back. so when my windshield cracked, i chose safelite. they replaced the glass s and recalibrated my safety system. that's service i can trust. >> singers: ♪ s safelite repai, safelite replace. ♪ this is remington. he's a member of the family, for sure. we always fed him kibble it just seemed like the thing to do. but he was getting picky, and we started noticing some allergy symptoms. we heard about the farmer's dog and it was a complete transformation. his allergies were going away and he just had amazing energy. it's a no-brainer that remi should have the best nutritious and delicious food possible. i'm inv

. >>> ralph lauren and tbh vnl recovered from big drops earlier in the week, wedbush down graded on tonue in europe and how to position your port follow to weather volatility heading to break, a look at the dow heat map with most names in the red. apple, intel p&g worst performers we're back in a moment. re, no download necessary. and kim. she wanted to execute a pre-set trade strategy in seconds. so we gave 'em thinkorswim® web. because platforms this innovative aren't just made for traders -they're made by them. thinkorswim® by td ameritrade ♪ ♪ wow, we're crunching tons of polygons here! what's going on? where's regina? hi, i'm ladonna. i invest in invesco qqq, a fund that gives me access to the nasdaq-100 innovations, like real time cgi. okay... yeah... oh. don't worry i got it! become an agent of innovation with invesco qqq . >>> welcome back to "the exchange," everybody markets in the red down 466 lows down 327 on the dow nasdaq worse performer down a little less than 2% terms of sectors energy back on top today. financials and tech biggest laggards financials down 1.5% according

about 20 minutes ago, ralph lauren was number one performer for the s&p 500. what is the niche that you're looking at? >> i like high low. remember when i was on a few months ago i wanted to take some money off the table on this luxury names. charles: yeah. >> if you listened to me you made some money. now is a very attractive time to revisit the names like restoration hardware, like nike, like lululemon and take a look at those. also on the low end i love dollar stores right now and i also love etsy. >> etsy i love too. full disclosure i loved it 50% higher than where it is at moment. what about a non-retailer right? jed consumer discretionary was number bun but airlines, casinos. sometimes we see homebuilders. not always about the retail store. some people have some cash left. where else can we make money as investors? >> non-retail, retail stock. i like shopify here. it got taken to the woodshed. now is the time to revisit it that stock as well. charles: what about wheels up, you still in that? >> i'm still in wheels up, if you have been to airport flown co

canadian goose, let me -- i see you with canada goose and raise you with ralph lauren.new york joel >> boo-ya, jim thanks for taking my call. you make it fun. >> thank you >> rgr, is this a buy or sell? >> it is a tough one for me. i am a hunter but i usually don't recommend gun stocks just because i think that i don't think it is right to it does a good yield and i tell people, look, i like to -- what can i say? it is a tough call for me. tough call it is not -- it is like tobacco for me i don't recommend them let's go to albaro in florida. >> hi, jim thanks for taking my call. i appreciate it. i wanted to hear your thoughts on carnival cruise >> if i have to buy one i will do a region because i think frank del rio has done a remarkable job, but at the same time at this point i would rather own the worst airline than the best cruise line. let's go to chris in florida chris. >> hey, boo-ya, jim. >> boo-ya. >>> i'm hesitant on a stock, i like the different denied cash flow but the price of the book is pretty high thoughts on western union? >> wow, every time i look at it

too granular, of apparel retailers, especially those with a lot of exposure to europe, pvh and ralph laurenfor example. where does it think of names in ecommerce that are highly exposed to apparel, for example? >> yeah. certainly some real expose uree. supply chain hit and demand chain hit on the other really we think of that category by category. we look at the companies that have lower acquisition costs because they have organic traffic through name recognition and unaided recall and look for protected insulated vertical that may be resilient with supply chain benefits but also sectors that may be a little more resilient but it's a tough slice within tech land right now. as you note, across all sectors, not just software, not just e-commerce, hypergrowth has been hit disproportionately and when people get fine bottom and when you get this defensive mindset going, we think there could be a little greed that kicks back in from the offensive mindset for these names specifically ahead. >> byron, love that detail you gave us. thank you. >> always a pleasure, thank you. >>> more companies inclu

i was buying the 230s and i hope to sell higher strikes against it as it rallies second one, ralph lauren at change. big buys there i think 3,000 all in one single print perhaps. good buying in both of these snowflake is a new position as is rl for me >> all right, dr. j., appreciate it sorry about your feed but we'll have you back. >>> tesla shares are moving higher today seek to split its ocstk again. we'll talk about the trade and implications, next your shipping manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire (vo) this is a place for ambition. matching your job description. a forge of progress. a unicorn in training. a corner to build a legacy. a vision for tomorrow. a fresh start. a blank canvas. a second act. a renewed company culture. a temple for ideas. and a place to make your mark. loopnet. the most popular place to find a space. >>> welcome back look at shares of tesla. nicely higher by 7%. reportedly looking at doing

clothing or shoes you would buy from new virtual brands as well as traditional ones like gucci and ralph lauren moved into the metaverse. companies are also showcasing the tools to experience the worlds where avatars will exist. virtual reality and augmented reality technology, like this david attenborough bbc experience to show how people will experience virtual worlds fox's web three division blockchain creative labs created this visualization of all of the activity happening on the blockchain on south by southwest, as it works to help musicians and filmmakers make money in the metaverse by creating nfts to create content or tickets to live event. >> we thought this was a perfect place to mainstream the technology that to date has been fairly niche and within a certain audience and we're trying to democratize that and south by was the perfect platform for fans and creators. >> reporter: meanwhile, nft company doodles, whose nfts are selling for an average $30,000, they're working to build community in the real world by selling physical products like t-shirts as they work to expand virtually a

i'm looking at polo ralph lauren which is down 7%. dbush lowered their estimates on ralph lauren, seven names like pbh. they have sizable exposure to europe. 20% of their sales are in europe. stuart: can't see recession out any way out of it. lauren: especially with the energy price spiral. stuart: lauren is down 7%. lauren: i know. stuart: visa, mastercard payment services providers, they're out of russia. lauren: they're out of russia. they're suspending their operations there. it is pretty sharp. within days all transactions initiated with their cards issued in russia won't work outside of the country and vice versa. stuart: that is revenue they are not going to make. lauren: or recover. stuart: there is more than 1.7 million refugees have already fled ukraine. connell mcshane is in slovakia. connell, come in. what are you seeing at the moment? reporter: a lot of people are coming in. poland is getting a lot of attention here at the border in slovakia. this is the busiest crossing. what we're hearing anecdotally, people walking into

stuart: ralph lauren. lauren: we addressed nicely but for years we were in sweatpants.t: another cruise line story, they go up and down with covert etc. carnival is down. lauren: the price target to 17, caribbean cruises this summer. carnival cut the price in the end? stuart: they go up and down. there are some foreign fighters being sent back to their home countries at the polish ukraine border. what are they telling you? ashley: a disturbing story, what happens is foreign fighters coming to the border, going into ukraine and meeting up to help the ukrainians fight the russians. we spoke with a young man, a military guy from estonia who wouldn't give us his name. he told us an interesting story. listen to what he had to say. >> they forced us to go to the front lines through the war zone and basically left, the ukrainians joined the georgians, same story but georgians -- ashley: sounds dramatic. they want to execute us. once they've gone and they are not being provided with weaponry but if they turn around and leave they are threatened with being shot but without the p

. >> then i wear my ralph lauren outfits -- >> i wish we had -- he's talking about raising -- i love it we used to call it the number. it's now raising the algorithm people love to say consc"algori because it makes them feel smart. >> current quarter is not great. >> cigna joins us on "mad money" tonight, and will no longer use russian diamonds williams sonoma, you numbers were spectacular and then i thought the call of the day, hopkins conference call today at 12:00 will indicate this is the first drug for weight loss, but there is no drug for weight loss right now this could be the biggest of all time lennar, numbers were great >>> we have teem k time -- now i have to take a break. we have to get to industrial production you know it was down 27% in the first quarter of the great depression, and then it went to 27%. >> sounds like chinese stocks. coming up, cramer's mad dash as well we'll count you down to the opening bell let's get a look at futures as well and where is k.j.? more "squawk on the street" straight ahead friend sophie says you've been a huge help. at ameriprise financ

one of the reasons the stock is so bad because people are very circumspect about his work now ralph laurenu're absolutely right. it's a depletely d-- completely down because of what pvh is doing. patrice is doing the opposite. i think that this is a power of all traits together. >> yeah. cruise lines cdc removing their most stringent travel warning. i think you have to think about disney they have a lot as a fleet they did the big meeting yesterday on disney world. i want people to start thinking about them as being back in the business and, you know, franc del rio said that bookings are good for next year. i know that i want to do a cruise for the investing club. i do i do i do. >> yeah i think it would be -- fabulous i have reached out to franc del rio and said, listen, i want a ship three-day cruise where we talk about stocks i would do it all day and night! where would you want to go does it matter >> all i want is like they do with the electronic music -- >> like weezer. >> yeah. i'm happy -- you know, i'm happy to circle around i want the opportunity to have a cruise for people who w

i think it's the combination of the energy pressure and wedbush strangely downgrades ralph lauren the nuclear power plant seems to be a game changer in the eyes of public they're worried about retailers highly exposed to europe pvh is mostly exposed. >> yes, that's another name. >> worrisome mode about consumer, why bed bath was up 2x this morning >> yeah, not only up 75% i did want to come back to electric cars which would seem to do well in an environment where gas is 5 or 6 bucks a gallon to your point, bed bath up 75% let's take a look at it right now, on the news that ryan cohen, you remember him, of course, mr. mean, when he moved into gamestop. that stock went crazy. still at heights it where nowhere near until he actually started to buy those shares. he is now chairman of that company. not going to take a similar position at bed bath, but he does own 9.8%. so, 10%. now, $1.7 billion market cap, something like that, under 2, i think. but that's not an insignificant move, morgan unclear whether -- where those memesteres stand these days and whether they're following mr. cohen in

shine in the ad campaign partnership between you got it, spelman and morehouse, and designer, ralph laurent what quote unquote all american fashion can look like. we have acc representation here with my executive producer and myself. we love to see it. keep it right here, as we continue with breaking news coverage of the war in ukraine. we'll talk to a journalist on the front lines in kyiv who has witnessed firsthand the attacks by russian forces. you don't want to miss her amazing story and my one on one interview with stacey abrams on her bid. this and much more on "the cross connection," we'll see you then. s connection," we'll see you then. neuriva plus fuels six key indicators of brain performance. more brain performance? yes, please! neuriva. think bigger. ♪♪ three times the electorlytes and half the sugar. ♪♪ pedialyte powder packs. feel better fast. inner voice (design studio owner): i'm over here waiting... ... looking intensely for a print that i never actually printed... ... so i don't have to deal with that terrifying pile of invoices. intuit quickbooks helps you easily send yo

among the group that matt fuller of the daily beast counted were marjorie taylor greene, lauren boebert, ralphorman, byron donalds, david valid otto, rodney davis, cat cannick and maria elvira salazar, from his perspective. so reporting on the optics, not just the speech itself. host: it was are contradictory, state of the union falters after a strong start on ukraine. this is a piece written by dan mclaughlin, who says joe biden's first official state of the union started strong. he spent the first 12 minutes talking about ukraine, which there is a surprising amount of bipartisan consensus. the ukrainian ambassador was present and many members from both parties were wearing blue and yellow, and were otherwise adorned with ukrainian flags and symbols. the most memorable line was president bidens vowed to defend every single inch of nato territory. it went downhill once he got started on the state of our union, for which biden rambled on for another hour. he hector congress to pass a bunch of bills it had already rejected. he proposed things cost less, called the infrastructure bill "the single